EBI Portfolios Limited

EBI Portfolios Limited is an award-winning, Midlands-based discretionary fund manager serving independent financial advisors. They offer a comprehensive outsourced investment solution, providing innovation, value and service to UK financial advisors. The company specializes in passive portfolio management, emphasizing diversification, sustainable investing, and low costs. EBI has a strong commitment to ESG principles, with a range of ESG-screened portfolios available. They are also dedicated to supporting their clients with a variety of resources and tools, including client sales aids, research and analysis, and training materials.

EBI has a rich history dating back to 2010, having grown from a small ancillary business to a major enterprise in its own right. They have achieved a number of milestones, including the launch of their Vantage service in 2013, the acquisition by the Parmenion group in 2022, and the development of a range of innovative portfolio solutions. EBI's focus on evidence-based investing, coupled with their dedication to client service and sustainability, has established them as a leading player in the UK investment management industry.

EBI Portfolios is a discretionary fund manager specializing in providing outsourced investment solutions to UK Financial Advisers. They offer a comprehensive range of services built on the principles of diversification, sustainable investing, and low-cost passive portfolio management. Their mission is to deliver innovation, value, and service to their clients, enabling them to focus on what they do best: providing the best outcome for their clients and building their business.

EBI Portfolios promotes a collaborative and supportive culture that values innovation and excellence. The company emphasizes a strong team environment, with a focus on professional development and a shared commitment to delivering exceptional service to clients. EBI's culture is reflected in its commitment to providing a comprehensive outsourced investment solution, with a strong emphasis on education and transparency for both its financial advisor partners and their clients.

EBI Portfolios Limited demonstrates a commitment to diversity, equity, and inclusion by showcasing a diverse workforce across its team pages, highlighting the qualifications and experience of individual team members, and emphasizing the company's participation in industry awards recognizing its work in sustainable and ESG investing.